Q2 2024 Holdings
Filed 2024-08-14 | 6 holdings | $255.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $169.8M | 605,449 | 66.5% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $75.0M | 5,135,329 | 29.3% |
| Freightcar Amer Inc(RAIL) | COM | 357023100 | $5.5M | 1,583,533 | 2.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.9M | 39,822 | 1.1% |
| Mach Natural Resources LP(MNR) | COM UNIT LTD PAR | 55445L100 | $1.8M | 96,283 | 0.7% |
| Stronghold Digital Mining in | CLASS A COM | 86337R202 | $520.1K | 121,224 | 0.2% |